Latest Institutional Transactions on Berkshire Hathaway Inc (BRK-A)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 66.67% |
$1.22M - $1.43M
|
5
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1- 14.29% |
$610K - $716K
|
6
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4- 50.0% |
$2.44M - $2.86M
|
4
$2.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12+ 42.86% |
$7.33M - $8.59M
|
40
$28.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1+ 7.69% |
$610K - $716K
|
14
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1- 33.33% |
$610K - $716K
|
2
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 4.76% |
$610K - $716K
|
20
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 50.0% |
$3.05M - $3.58M
|
5
$3.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1- 16.67% |
$610K - $716K
|
5
$3.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
SELL
|
- |
-10- 31.25% |
$6.1M - $7.16M
|
22
$15.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 12.5% |
$610K - $716K
|
7
$5.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 150.0% |
$1.83M - $2.15M
|
5
$3.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 266.67% |
$4.88M - $5.73M
|
11
$7.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4- 50.0% |
$2.44M - $2.86M
|
4
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.1K- 99.9% |
$2.5B - $2.93B
|
4
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 33.33% |
$1.22M - $1.43M
|
8
$5.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1Closed |
$610K - $716K
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 66.67% |
$1.22M - $1.43M
|
1
$719K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-8- 80.0% |
$4.88M - $5.73M
|
2
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
62+ 3100.0% |
$37.8M - $44.4M
|
64
$46M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
80New |
$48.8M - $57.3M
|
80
$57.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
9+ 900.0% |
$5.49M - $6.44M
|
10
$7.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 18.18% |
$1.22M - $1.43M
|
9
$6.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.58K+ 9900.0% |
$967M - $1.13B
|
1.6K
$1.15B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5- 3.55% |
$3.05M - $3.58M
|
136
$97.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2+ 8.33% |
$1.22M - $1.43M
|
26
$18.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-2- 1.74% |
$1.22M - $1.43M
|
113
$81.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 2.17% |
$610K - $716K
|
47
$33.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 4.0% |
$610K - $716K
|
26
$18.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1- 20.0% |
$610K - $716K
|
4
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 10.0% |
$610K - $716K
|
11
$7.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3- 50.0% |
$1.83M - $2.15M
|
3
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|